Preliminary review

See your first month of Waypoint. Free.

Connect QuickBooks Online and we will run your preliminary review. The first 90-Day Money Map arrives in your inbox within five minutes. Your first signed Owner Dashboard arrives on the 15th. Three months free. No card.

1Your QuickBooks login happens with Intuit. Waypoint never sees your password, and never gets write access to your books.

2The review reads only the bookkeeping data needed to prepare your reports — nothing else.

3Your reports come to your inbox. Your bookkeeper gets their own checklist by email so they have the chance to clean up anything that needs cleaning up before you see your numbers.

Start your review

Tell us where to send your reports, then approve the QuickBooks connection.

Business / legal name

Where your reports go

Owner first name Owner last name

Owner email

Who keeps your books — they will be named on your Owner Dashboard

Bookkeeper first name Bookkeeper last name

Bookkeeper email (their 7th-of-the-month checklist goes here)

You will be redirected to Intuit to approve read access. Waypoint never gets write access to your books.

How it works

Connect

Approve the QuickBooks Online connection through Intuit. About a minute.

Read

Waypoint pulls your review packet and runs the first pass. About five minutes.

Receive

Your first 90-Day Money Map arrives in your inbox. Your bookkeeper gets their checklist. Your first signed Owner Dashboard follows on the 15th.

Three months free. No card. Cancel by the 20th of any month after the trial.